Welcome to
Compass Planning Associates!

Welcome!

Steer Your Financial Course

Compass Planning Associates helps families, individuals, and small-business clients achieve financial security, knowledge, and control over their money. Our fee-only, client-centered approach provides education and guidance to help you achieve your financial goals and dreams.

With offices in downtown Boston and Wellesley, Mass., Compass Planning Associates will work closely with you on all of your financial planning needs. We offer a variety of services and plans customized to meet your individual needs. No minimum level of assets is required, and it's never too early or too late to learn how to become financially savvy!


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Our latest newsletter:
Socially Responsible Investing

July 2019



Welcome!

Welcome. Socially Responsible Investing (SRI) tends to be in the back of investor's minds, but they aren't sure what is it and what to do about it. This month we're giving you some information about SRI and how it might fit into your investing. By no means are we saying you need to add SRI funds to your portfolio; rather, we want to let you know what options exist if you're thinking of adding them.

If you want to explore whether or not to add SRI to your portfolio. If you need assistance, please contact us with any questions, and let us help you stay On Course!

-Jennifer Lane, CFP. Read on to learn more.



Welcome to
Compass Planning Associates!